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You can't handle the truth - Do the Math on the 2023 Bull Market
Manage episode 366713653 series 3415392
Kandungan disediakan oleh David Nelson, CFA, David Nelson, and CFA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh David Nelson, CFA, David Nelson, and CFA atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
So is this a Bull or Bear Market? If you do the math you're going to get the surprise of a lifetime. Nvidia doesn't even make the top 10 of investments this year.
00:00 The narrative for 2023
00:59 The media only cares about clicks
01:25 5% yields
01:38 S&P 500 vs S&P 500 Equal Wt
02:06 Banking Crisis
02:55 Do the Math
03:30 1597
04:05 Artificial Intelligence
04:34 Nvidia doesn't even make the top 10
04:56 Are there risks?
06:01 A year from now
06:30 All the usual suspects
06:53 China - Zero Covid
07:39 Fear - Greed
56 episod
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